David Katz ETFs

Matrix Asset Advisors Inc

  • $901 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.8 Million 1.2% of portfolio
20,109
Q4 2024 Added 4.1%
$0
$9.91 Million 1.1% of portfolio
207,181
Q4 2024 Added 14.84%
$0
$8.83 Million 0.98% of portfolio
69,204
Q4 2024 Added 5.29%
$0
$8.07 Million 0.9% of portfolio
20,107
Q4 2024 Added 3.58%
$0
$4.86 Million 0.54% of portfolio
42,211
Q4 2024 Added 17.2%
$0
$4.81 Million 0.53% of portfolio
54,406
Q4 2024 Added 8.94%
$0
$3.74 Million 0.42% of portfolio
6,566
Q4 2024 Added 0.8%
$0
$2.35 Million 0.26% of portfolio
10,622
Q4 2024 Added 0.2%
$0
$1.92 Million 0.21% of portfolio
3,266
Q4 2024 Added 0.37%
$0
$1.9 Million 0.21% of portfolio
43,225
Q4 2024 Added 7.63%
$0
$1.29 Million 0.14% of portfolio
3,136
Q4 2024 Reduced 0.51%
$0
$1.23 Million 0.14% of portfolio
6,630
Q4 2024 Added 0.39%
$0
$1.16 Million 0.13% of portfolio
15,313
Q4 2024 Added 0.24%
$0
$928,000 0.1% of portfolio
5,486
Q4 2024 Added 41.5%
$0
$676,000 0.08% of portfolio
14,054
Q4 2024 Added 19.26%
$0
$651,000 0.07% of portfolio
1,275
Q4 2024 Added 2.0%
$0
$508,000 0.06% of portfolio
3,852
Q4 2024 Added 0.08%
$0
$499,000 0.06% of portfolio
6,563
Q4 2024 Added 54.1%
$0
$351,000 0.04% of portfolio
1,332
Q4 2024 Added 34.68%
$0
$299,000 0.03% of portfolio
3,411
Q3 2024 Added 6.2%
$0
$289,000 0.03% of portfolio
1,765
Q3 2024 New
$0
$280,000 0.03% of portfolio
1,169
Q4 2024 Added 0.09%
$0
$274,000 0.03% of portfolio
1,180
Q2 2024 Reduced 4.07%
$0
$264,000 0.03% of portfolio
4,937
Q4 2024 Added 0.22%
$88.2B
$233,000 0.03% of portfolio
966
Q4 2024 Reduced 75.64%
$0
$232,000 0.03% of portfolio
722
Q4 2024 Added 0.14%
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David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
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